Apple
-
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
-
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
-
Apple is well and truly a services company; hardware is necessary but insufficient for future growth.
-
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
-
A core part of what makes Apple Apple is its organization structure; Tim Cook has said it will never change. However, if Apple is serious about being a services company, change it must.
-
Clayton Christensen continually predicts that Apple will be disrupted because his theory does not incorporate the importance of the user experience.
-
Microsoft Earnings, Apple Earnings
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
-
John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.
-
Tim Cook’s Impeccable Timing
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
-
TSMC Earnings, New N3 Fabs, The Nvidia Ramp
TSMC’s earnings suggest that the company’s leadership is not truly bought into the AI growth story.
-
Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
-
An Interview with Asymco’s Horace Dediu About Apple at 50
An interview with Asymco’s Horace Dediu about his career in tech, Apple’s first 50 years, and the prospects for the next 50, particularly in the face of AI
-
Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
-
Agents Over Bubbles
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They’re so compelling that I no longer believe we’re in a bubble.